Action cards

Action cards for applications control various aspects of the application or web service. They cause an action to happen, such as sending a message, adding a record, or updating an existing record. Action cards can retrieve information from the application by searching for records, or looking up customer information, or even downloading a file.

Click the Add app Action to choose the application with which you want to work, such as Salesforce, Slack, or Gmail.

After choosing the application, the next step is to select an action card for that application. Each third-party application has a unique set of action cards, based on the application's capabilities and features.

See Connectors for a complete list of the available third-party connectors and their action cards.

Related topics

Action and function cards

Cards in flows